Plum Street Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Plum Street Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Hold	1,252	–	–	0.09%	93
2026 Q1	$269K	Buy	1,252 +113	+10%	+$25.2K	0.09%	91
2025 Q4	$250K	Sell	1,139 -158	-12%	-$34.5K	0.09%	90
2025 Q3	$280K	Sell	1,297 -334	-20%	-$70.1K	0.11%	88
2025 Q2	$334K	Hold	1,631	–	–	0.15%	74
2025 Q1	$316K	Buy	1,631 +535	+49%	+$106K	0.15%	74
2024 Q4	$215K	Sell	1,096 -30	-3%	-$5.99K	0.11%	77
2024 Q3	$223K	Sell	1,126 -148	-12%	-$28.2K	0.11%	80
2024 Q2	$233K	Buy	1,274 +148	+13%	+$26.6K	0.14%	64
2024 Q1	$223K	Buy	+1,126	New	+$198K	0.11%	80

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plum Street Advisors's VIG Position: Q2 2026 in Review

Plum Street Advisors held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q2 2026 at 1,252 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #93.

Plum Street Advisors first reported a position in VIG in Q1 2024 and has held it in 10 quarters since. The position peaked at $334K in Q2 2025. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Plum Street Advisors held 1,252 shares of Vanguard Dividend Appreciation ETF worth $296K as of Q2 2026.
Plum Street Advisors left its Vanguard Dividend Appreciation ETF share count unchanged in Q2 2026.
Vanguard Dividend Appreciation ETF made up 0.09% of Plum Street Advisors's portfolio in Q2 2026, its #93 holding.
Plum Street Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q1 2024 and has held it in 10 quarters since.
Plum Street Advisors's Vanguard Dividend Appreciation ETF position peaked at $334K in Q2 2025.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.